WP
WealthShield Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
10,378
+18
| +0.2% | +$645 | 0.05% | 258 |
|
|
2025
Q1 | $342K | Buy |
10,360
+14
| +0.1% | +$462 | 0.04% | 257 |
|
|
2024
Q4 | $358K | Sell |
10,346
-744
| -7% | -$25.7K | 0.05% | 229 |
|
|
2024
Q3 | $380K | Buy |
11,090
+15
| +0.1% | +$514 | 0.05% | 228 |
|
|
2024
Q2 | $357K | Buy |
11,075
+17
| +0.2% | +$548 | 0.05% | 227 |
|
|
2024
Q1 | $353K | Sell |
11,058
-4,111
| -27% | -$131K | 0.06% | 218 |
|
|
2023
Q4 | $443K | Sell |
15,169
-1,719
| -10% | -$50.2K | 0.07% | 209 |
|
|
2023
Q3 | $442K | Buy |
16,888
+21
| +0.1% | +$550 | 0.07% | 216 |
|
|
2023
Q2 | $458K | Sell |
16,867
-3,972
| -19% | -$108K | 0.07% | 212 |
|
|
2023
Q1 | $531K | Buy |
20,839
+2,273
| +12% | +$57.9K | 0.09% | 200 |
|
|
2022
Q4 | $451K | Buy |
+18,566
| New | +$451K | 0.09% | 207 |
|